A Wiser Retirement®
by Wiser Wealth Management
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by either a financial advisor from our firm or by a guest to talk about financial topics such as retirement planning, tax strategy, investing, risk management, or estate planning. We believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
Copyright: © 2024 Wiser Wealth Management
Episodes
November 2020 Market Update
25m · PublishedOn this episode of the Wiser Wealth Roundtable podcast the team discusses how the coronavirus vaccine development and the election have driven the market results seen in November.
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Special Aviation Edition: Coping with a Job Loss
30m · PublishedRick Bemis joins the podcast today to discuss struggling through a job loss. Rick owns Rick Bemis Counseling services and previously worked for Delta Airlines as a regional manager for the Delta Employee Assistance program. He joins the show today to discuss how to handle the stress of a job loss, the pandemic and election.
http://rickbemiscounseling.com/
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Life Insurance with Randy Hargett
21m · PublishedRandy Hargett of Capstone Advisors joins the podcast again today to discuss life insurance. Randy has worked for Capstone for over 18 years, advising individuals on various insurance options, including life insurance. Capstone is endorsed by the Dave Ramsey show and Randy is someone the Wiser team trusts for sound insurance advice for our clients.
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Where's the Yield?
21m · PublishedIn recent years, many investors have targeted regular income and low risk by investing in qualitative bonds, such as government bonds and investment grade corporate bonds. With interest rates at rock-bottom levels, investors are seeing very little yield and having a hard time realizing investment goals with this strategy but the need for regular monthly income in retirement hasn’t changed. The team discusses how a strongly diversified portfolio can potentially deliver better results with the right balance between market risks and opportunities. That balance can, for instance, be found in total return strategies that combine price-appreciation and income.
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Avoid A Financial Advisor Who...
30m · PublishedThe team discuss what questions to ask and what research to conduct when choosing a financial advisor. They examine a recent case of an advisor in Atlanta, GA who is now missing and wanted by the FBI. The team provides a checklist of key questions you should ask your financial advisor and provide resources to aid in researching and finding a fiduciary, fee-only advisor.
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Biden vs Trump Tax Plan
19m · PublishedHow do the Biden and Trump tax plans compare? The team reviews the proposed changes by the Biden camp to the current tax laws passed by Trump in 2017. The team discuss the difference between corporate tax rates, 401k contributions, capital gains, estate planning and the death tax.
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Q3 2020 Market Commentary
31m · PublishedThe Wiser team provides a third quarter 2020 market update, portfolio performance and the economic outlook for the remainder of the year.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Estate Planning with Megan Flores
30m · PublishedAttorney Megan Flores joins the podcast today to discuss estate planning. The team discuss wills, trusts, health care directives and power of attorney. Megan is a member of GDCR’s Trust & Estates and Tax and Business Transactions and Corporate Law practices. With more than a decade of experience, Ms. Flores provides comprehensive legal counsel on tax, estate planning and estate administration matters to individuals and families, as well as privately held businesses.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Real Estate with Tom Townsend
32m · PublishedThe team speaks with Tom Townsend of Townsend Realty Group about real estate trends in metro Atlanta and other topics like investment property strategies, purchasing a second home and what to look for when choosing a realtor.
Download our free guide on "3 Ways to Grow and Protect Your Portfolio".
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Long-term Care with Randy Hargett
26m · PublishedRandy Hargett of Capstone LTC Advisors joins the podcast today to discuss long-term care insurance. Randy has worked for Capstone for over 18 years, advising individuals on long-term care options. Capstone is endorsed by the Dave Ramsey show and Randy is someone the Wiser team trusts for sound long-term care advice for our clients.
Download our free guide on "3 Ways to Grow and Protect Your Portfolio".
Click here to schedule a consultation with one of our financial planners.
Connect With Us:
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Podcast
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
A Wiser Retirement® has 305 episodes in total of non- explicit content. Total playtime is 174:29:50. The language of the podcast is English. This podcast has been added on November 21st 2022. It might contain more episodes than the ones shown here. It was last updated on May 30th, 2024 11:42.
